Define stages, transition criteria, and plans that give your users visibility and
control as records move through a business process. For Grantmaking, guide users through the
application, review, or awards process.
Required Editions
Stage Management simplifies complex business processes. Define stage transition criteria, and
create a transition plan for each stage of a workflow. Control stage transitions in parent
objects based on child object criteria, and model-dependent business processes. Your users see
record stage progress in the Record Stage Overview Lightning web component.
For example, in Public Sector, use Stage Management for the Application Form Evaluation
object to guide grant applicants, reviewers, and recipients through the grant process. Within
those stages, you can define movement through the application form with entry and exit
criteria. Add manual and autolaunched flow actions during transitions to automatically alert
users of important information. For example, when an applicant moves from Draft to Submitted
status and needs to be notified when a review has been shared. Or restrict applicants from
skipping stages when certain approval criteria aren’t met.
